Welcome to TruePoint Financial
Jeff Smith and Vaughn Nun are client focused and community minded. With over 50 years of combined experience they have maintained their commitment to the client every step of the way.
Entrenched in the community is also what defines these two. From serving multiple terms on the city council to President of Rotary to Chairman of the Derby Chamber of Commerce it is their belief that to make this community great we all must do our part. It is this values based approach that drives their commitment to advising clients and help them pursue their goals.
On the wall of their office simply reads. “Wisdom is knowing the right path to take – Integrity is taking it”. Words they live by every day.
Learn More The Morning Star Portfolio Approach
Utilizing Morningstar’s unmatched capabilities allow us to conduct in-depth portfolio analysis. With easy to read reports like the Portfolio Snapshot we can provide a detailed overview of a portfolio’s most important aspects, including asset allocation, investment style, sector weightings, and performance. Drilling down even furthers allows us to quantify the risk in the portfolio and better plan for changing environments. Call today to receive your free no obligation Morningstar Portfolio Review.
Learn MoreHelpful Content
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.